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SC&H Financial Advisors, Inc.: IVV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SC&H Financial Advisors, Inc. on IVV, newest first. How the timeline and the estimate are built.

SC&H Financial Advisors, Inc. held 14,541 IVV shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 14,541 shares
    Change vs previous 13F -881 shares

    1.54% of the 13F portfolio, value $11,136,158.

    13F-HR 0001907898-26-000005 filed by SC&H Financial Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 15,422 shares
    Change vs previous 13F -727 shares

    1.53% of the 13F portfolio, value $11,549,720.

    13F-HR 0001907898-26-000004 filed by SC&H Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 16,149 shares
    Change vs previous 13F -196 shares

    1.59% of the 13F portfolio, value $10,548,892.

    13F-HR 0001907898-26-000002 filed by SC&H Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 16,345 shares
    Change vs previous 13F -924 shares

    1.73% of the 13F portfolio, value $11,195,035.

    13F-HR 0001085146-26-000096 filed by SC&H Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 17,269 shares
    Change vs previous 13F -1,702 shares

    1.88% of the 13F portfolio, value $11,558,237.

    13F-HR 0001907898-25-000003 filed by SC&H Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 18,971 shares
    Change vs previous 13F +422 shares

    2.01% of the 13F portfolio, value $11,779,381.

    13F-HR 0001085146-25-003920 filed by SC&H Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 18,549 shares
    Change vs previous 13F -187 shares

    2.05% of the 13F portfolio, value $10,422,945.

    13F-HR 0001085146-25-002250 filed by SC&H Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 18,736 shares
    Change vs previous 13F not available

    2.28% of the 13F portfolio, value $11,029,294.

    13F-HR 0001085146-25-000543 filed by SC&H Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).